Crestwood Blog

Acumatica screens
Mike Aichinger
Mike Aichinger

Missing Screens & Disappearing Filters in Acumatica

The Quick Menu in Acumatica is definitely a customer favorite.  It’s great – you can choose which screens you want displayed, easily and without much clicking around.  My favorite feature of the Quick Menu in Acumatica is the ability to set up email notifications based on actions being triggered.  For example, you’d like a notification … Read more

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7 Cloud Pitfalls
Jen
Jen

Avoid the Pitfall of Thinking that Customizations and Integrations Won’t be an Issue

Keeping up with technology is never-ending, and it can be difficult and costly. But it doesn’t have to be. More and more businesses are choosing to simplify, protect, and secure their business systems by moving to the cloud. Click to download the free whitepaper: 7 Pitfalls to Avoid as You Transition Business Software to the … Read more

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Calendar
Brenda Senger
Brenda Senger

Field Service Schedule Board: Personal Views and Security (Dynamics 365 for Sales)

The Field Service Schedule Board in Dynamics 365 for Sales (CRM) provides an easy-to-see look at resource availability, current bookings, available time slots, and more. When setting up the Schedule Board, you can (and should) configure your preferences for sharing with others in your organization. Within the Schedule Board, when you create a new view … Read more

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acumatica construction edition
Jen
Jen

Introducing Acumatica’s Construction Edition

I was invited to attend Acumatica’s Construction Edition Partner Meeting in sunny Miami Beach. It was a great opportunity to meet many of the innovative executives, developers, and programmers behind the new Construction Edition of this ERP software. Their pride and enthusiasm was contagious. They showed software demonstrations and shared stories of their journey into … Read more

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Productivity Tips
Lauren Christoff
Lauren Christoff

Microsoft PowerPoint Productivity Tip #1 – Introduction to PowerPoint

This week we’re going to talk about Microsoft Office 365 PowerPoint, what it’s used for, and how to set up a new presentation. First things first, you may ask yourself, what will I use PowerPoint for?  PowerPoint is software used to create professional looking slideshow presentations. They can be displayed on projectors, big screen TVs, … Read more

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clear receipts
Sean Casey
Sean Casey

Clear Unused Receipts in Dynamics GP

We occasionally get requests from our Microsoft Dynamics GP users to clear unused receipts in the deposit window (Transactions>Financial>Bank Deposits). Sometimes a customer starts to use the bank reconciliation for the first time, or maybe someone just lost track of receipts and they never got posted. No matter the reason, here’s how to clear receipts. … Read more

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